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Will Healthcheck

From a simple, first time Will to changes to long standing Wills, Caledonia Will Services help by giving you a straightforward, hassle free, value for money service and as new legislation is put into practice and changes in your personal and financial circumstances happen it is imperative that your Will continues to remain relevant. Caledonia Will Services provides a complete Healthcheck on your current Will and from the comfort and convenience of a home visit we can review it thoroughly and establish whether it is up to date and legally valid. We then advise and recommend any changes that may be required to accomplish this and discuss any other concerns you may have.

Caledonia Will Services recommend a Will Healthcheck:

  • every few years
  • after a divorce or remarriage
  • after forming or ending a civil partnership
  • after the birth of children or grandchildren
  • after the marriage of children
  • after moving home
  • after the death of a beneficiary
  • there is now a business involved.
  • there are now several family members who may make a claim on the will, for example, a second wife or children from a first marriage
  • you wish to make provision for a dependant who is unable to care for his or her self
  • your permanent home is now not in the United Kingdom
  • you now share a property with someone who is not your husband, wife or civil partner
  • there is now overseas property involved.
 
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Caledonia Will Services are a professional and ethical Scottish Will Writing and Estate Planning company and all our Consultants are trained in accordance with the Society of Will Writers and Scottish Law. We have a network of fully trained Consultants who will help you create the Will you want and advise you on all your estate planning requirements.